See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,882 | $100,773-26.7% | $88,946-16.9% | $142,382-48.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.45% | 70.18%-43.7pp | 57.82%-31.4pp | 217.08%-190.6pp |
| Employer contribution / active EE | $8,645 | $2,918+196.3% | $2,555+238.4% | $4,299+101.1% |
| Participant deferral / active EE | $16,253 | $5,230+210.7% | $4,581+254.8% | $6,507+149.8% |
| Admin fee / account holder | $39,902 | $9,693+311.7% | $8,261+383.0% | $12,624+216.1% |